About

For over 17 years, Steve has been coaching clients in some of their largest personal financial decisions. Sound advice for financing new home purchases has earned Steve the trust of his clients. Steve also provides sound investment coaching for clients that share his conservative philosophy for investing savings.

Steve is an owner in two financial companies and he practices what he teaches. Steve is a coach to his clients. He believes that his clients’ best decisions are the ones that they own and understand for themselves. Steve has implemented a process for equipping clients to make excellent decisions consistent with their own personal philosophy for investing.

Success through decisions based on convictions creates peace of mind. You can and should have peace of mind around all your financial decisions.

2 Responses to About

I am interested in some guidance about investing. I currently have money in mutual funds and was wondering if my expense ratios are too costly. What would be, in your opinion, a good expense ration with a few of your better mutual funds?

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